Automations

I have this actionable message automation that doesn't seem to work.  I can see it failed and the recipient was not filled out. A typical non-actionable Slack automation seems to work fine and I can see a recipient.Is there something I am missing?  

Hi guys!On one table I'm looking at Set Up Account details, and on the other I'm looking at Account Performance. The first pulls data from Typeform, the second from our internal system. To be able to tell how well the account is doing, I need the context of what stage of 'set up' the account is in, so I need the Status to dynamically update Performance, when it's changed in Set Up. I've tried to do a Linked Field, but it doesn't seem to be accurate, and now it's not working at all. I'm not sure whether that's the best solution? So I tried to automate it. The trigger stage is successful (attached), but then the Update Records stage fails with 'Received Invalid Inputs'. I'm matching the records based on our internal ID number that we update the fields with (ave_id). Any help or ideas gratefully received! Thank you. 

I am simply trying to connect to the information from one table to another table automatically using automation. Every time I try it it comes up with errors. I have tried using the record id formula to connect them (they dont match between tables). I have used the primary id (email) and it wont work. I have tried the Link to Another Record field. Even in the error I am seeing both emails, so it seems like it should work. What am I doing wrong? 

Hi all, is there a way to integrate QuickBooks Online Plus with my Airtable workspace and bases? If there isnt already an existing integration, how do you get around it to sync with each other?

Hello! I am creating a field for event attendees. I have each attendee's name, the events they attended, and the dates of the events they attended separated into 3 columns. I would like to make a fourth column that retrieves the most recent date each attendee came to an event. In this scenario, I want to make a fourth column that will automatically register that 1/8/24 is the most recent date and it will return that. Please let me know if you can help. 

i am attempting to use the attached code within an airtable automations run script tied to a "When Record Enters View" trigger. I have almost zero background in JS, and I just can't get this thing to work. Do any of you have any suggestions as to how I can fix these issues?

Hello, We use Airtable at our company for our Purchase Order store and use formulas for expected payment date to calculate when we expect to get paid. We are now looking at advancing certain aspects of our database, such as, we want an automated email sent the same time each month, so the trigger we have chose is 'At scheduled time'Now i would like it then to find the records in one of my views, it does this but only lists 10 records, when we are looking at much more than this. We would then like the the records found be attached to an email that is sent to a memeber of our team. I hope this make senses, any tips would be of great help. 

I have a problem with a script that worked and all of a sudden, stopped to work:"App Name" is a linked record field. "Add App On Sign Up" is another linked record field. When a value is inserted in "Add App On Sign Up", I need this value to be inserted in "App Name" (inserted, meaning adding a value, not replacing a value to "App Name".Anyone has a better script to propose?The error message is:Error: Field "fldGBiazYCpFzbsOv" cannot accept the provided value. at main on line 12Field "fldGBiazYCpFzbsOv" is the field id of App Name   const table = base.getTable("Members"); const query = await table.selectRecordsAsync(); for (const record of query.records) { const appNames = record.getCellValue("App Name"); const addAppOnSignUp = record.getCellValue("Add App On Sign Up"); if (appNames && addAppOnSignUp) { const updatedAppNames = appNames.map(appName => appName).concat(addAppOnSignUp); await table.updateRecordAsync(record, { "App Na

If I have a custom script as an action in an automation, is there anyway to have a catch or else statement that would create a failed automation notification like there is for the built in actions?Meaning, how can I set up a notification system if a custom script fails?

I have table A and table B.When a record in table A is created, I have an automation that creates the same record in table B. However, the primary column in table B stays blank. How can I fill the primary column in table B with the primary column value of table A? 

Hi everyone!I'm building appointment base for volleyball and two different objects. I want to set available appointments in one field but I don't want to add them manually because there is a lot of them. Is there any change that I can add them with automation? Otherwise I have to pick every single one of them on calendar and also pick a time.Thanks for your help.

Hi there! I am trying to create a form that will allow someone to book a specific desk for a specific period of time. I would like to be able to automate the form to A) Remove a desk as an option if it's already been booked during a specific time period and B) Add it back as an available option after the specific time period has ended. Example:  We have desk ABC and desk DEF available. Person 1 goes to the form and books desk ABC from May 10-12. Person 2 goes to the form looking to book a desk from May 10-12: desk ABC will not be an option because it's already been booked during that time period so they book the available desk DEF. Person 3 goes to the form to book a desk for May 13 and both desk ABC and desk DEF are once again available for booking.  I am stuck on how to get this set up via a condition or formula and any help would be appreciated! 

I have a table of projects. Associated with each project is multiple teams and multiple quarters. Both the quarters and teams fields are sourced from linked records.I would like automation (or script) to create related projects in another table, one per multiselect field combination. I've tried creating a script with ChatGPT, but no luck. I also so some other solutions in the community that were similar, but not quite the same as my situation. Any suggestions? 

Hey everyoneTrying to use Slack's Action messages to give myself 3 options to update a record's status. Everything works great, except when I click a status update button I get "You do not have access to this Airtable record, or it has been deleted." as an error in Slack.Within Airtable, I get "The user who responded does not have permission to edit this record, or the record has been deleted.Learn how to fix common issuesStep run a few seconds ago"My account is the owner of the workspace. I use the same email on both. The test comes back with the button value I clicked, and a User ID. I'm guessing somehow m

Hi everyone, New to Airtable but love it so far, and am hoping to have the following question answered. I am creating a project / task tracker for my team, ultimately going to create an interface which would have the following hierarchy:Project > Tasks > Subtasks. I know I only have 3 levels so I'm trying to display the DRI name under the Subtask table in order for me to group it correctly. I created the correct tables which are linked properly (I think). Here is my question: How can I mirror the DRI in my Project table to auto-populate in my task and subtask tables? This will help me group my views properly. Thank you

I suspect this is a super easy thing to do, but I have been googling for over an hour now and all attempt to make this script function is seemingly failing. const { recordId } = input.config(); const table = base.getTable('tbliyrxpGU6tkQgG7'); let record = await table.selectRecordAsync(recordId); let user = record.getCellValue("Requestor (Airtable)"); console.log(user) await table.updateRecordAsync(recordId, { "Requestor (AT)": { id: user }}); Requestor (Airtable) is a Lookup Field that is pulling in a User.Requestor (AT) is a (Single) User field.The console log shows that 'user' is indeed an object that has id, email, name. But no matter how I try to pass the user onto the actual user field, it won't take it. "Cannot accept the provided value."

Anyone know how to fix this. Is it because airtable is unable to extract data from a formula field to update a date field. 

Problem Description: In the Airtable automation configuration, the "Find records" step successfully found matching employer records, but in the "Update record" step, the error "Received invalid inputs" is still displayed. We have confirmed that the "Record ID" and "Fields" are using the correct output values from the "Find records" step, but the issue persists. 

Hello everybody.It is possible to have a view of type "Locked view" and at the same time of type "Personal view".The thing is that I have views created exclusively to generate automations. So I want, on the one hand, for no one other than me to access them (no one but me needs to be bothered by displaying this view in the list of available views), and on the other hand, to prevent myself or someone else from modifying them by mistake.If not, what would be the best way to protect a filter view that is used exclusively to generate automations? The idea is to prevent adding records there, and at the same time having its configuration manipulated by mistake.Thank you.

Hi,I want to create an automation that when I create record in table A it automatically will create the same record as vlookup in table B.so if i update the record in table A it will reflect the record in table B.is it possible to do?thanks

Hi,I'm trying to create automation that every scheduled time 2 fields in the table will be updated to certain status.the trigger is working but i get an error of "Received invalid inputs."can anyone help me with this?attached image that show the automation:  

Hello, I am running into the problem where if two users trigger my automation at the same time or before the automation finishes then the second data point will not run/create a record. Is there a way to setup a queuing system where the second trigger can hold until the automation has completed?Thank you!

I have an automation that once a checkbox is checked, it creates a new record in a different table. It worked quite well and today it failed repeatedly saying "Creating the record failed due to insufficient permissions."I'm the owner of the account so i assume it does not mean my own insufficient permissions.... can someone explain this message and help resolve it? 

Hi everyone! I'm struggling to create an automation. We have a list of customer-support interactions that are either marked as Open, In Progress, or Resolved. For the most part, interactions are resolved same-day, but occasionally, some will need to be left as Open or In Progress, creating the need for a daily email summary that lists those unresolved interactions (if there are any). With that, I've been trying to create a scheduled automation that runs at 8:30 AM every day based on a view (that is set to only show unresolved interactions), and I'd like the automation to only send the email if there are items within that view. I've been trying to configure this, but with no luck. I'm not sure what I'm doing incorrectly (maybe it's my "Find records" step?) There's currently 1 record within that view, but when I test the automation in it's current state (attached) it's not meeting the conditions. Any ideas? Thank you in advance! 

Greetings,I am working with 4 tables of approximately 10,000 records each. The primary field is the name of a specific medical product. I am trying to go through and categorize these products so I also have a field for "category" with multi-agent selection as the field type based on the type of product it is. Some, but not all, of the medical products will be on multiple tables. Is it possible to set up an automation so that if I categorize an agent on one table, it will automatically update the category for that agent on any other tables it happens to be on? I am working on an automation to Find records with a matching agent (medical product) and update them. I believe I am stuck on fine tuning the update since it will be dynamic. I can't quite get it to match the category I want it updated to. Can I do this with just 1 automation or do I need to do 2? How should I structure it/them? Thank you for helping.